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Decentralized Diaries For The Week of 1/3/23
By Christopher Hamman
Happy New Year!
Activities continued to brew within the decentralized space as Sam Bankman-Fried enjoyed limited freedom in his parents' basement....
STANDARD DEVIATIONS PODCAST: Jeff Bernier – The Money and Meaning Journey
This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Jeff Bernier.
Jeff has been providing personalized financial advice to individuals and...
The Week in Digital Wealth (1/3/23)
By Christopher Hamman
With so many firms announcing earnings guidance, and end-of-year results, the digital wealth space has...
OpEd: How Time, Technology & Teamwork Can Help Advisors Avoid Common Mistakes During Transitions
By Michael Nessim and Val Peters Rayevskiy
Financial advisors will always consider changing firms to better their situations – even during the worst market conditions....
INTELLIGENCE FOR GROWTH: Charitable Giving to Jump Amid Recession Fears?
It's no secret that the major benefit of donor-advised funds (DAFs) is the ability to take an immediate tax deduction on the amount contributed. Another benefit is that DAFs can hold funds indefinitely.
Publisher Notes For 12/14/22
Friends, this week we explore the REAL value of gold, bitcoin and the USD, and also delve into the value of crypto education. We also review OCIOs and dig into the latest fintech news of the week. READ UP!
The Week in Digital Wealth (12/13/22)
By Chris Robbins
As the weather turns cold, the news in digital wealth continues to heat up.
In banking...
Top 5 VC Deals of the Week in Digital Wealth (12/13/22)
As we march along toward the holidays and the end of 2022 - all I can say is, WOW, hat a...
Advisor Group’s Pete Clemson: Creating a “Relentless” Feedback Loop for Digital Solutions
Last month, more than 6,000 attendees—both virtual and in-person participants—took part in Advisor Group’s annual ConnectEd advisor conference. The San Antonio, Texas gathering was...
Publisher Notes For 12/7/22
Friends, this week we learn about "Modern Government Management Theory", introduce a powerful new podcast series covering the advisor space and trends, and offer more industry news coverage of crypto, wealthtech and digital wealth. READ UP!